Trueblood Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 16,401 shares of CGDV stock, worth $589,287. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,401
Previous 11,483
42.83%
Holding current value
$589,287
Previous $379 Million
57.72%
% of portfolio
0.3%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
383Shares Held
201MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA22.3MShares$801 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$458 Million0.21% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$388 Million23.28% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL9.65MShares$347 Million0.48% of portfolio
-
Northwestern Mutual Wealth Management CO8.86MShares$319 Million0.29% of portfolio